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Summit Financial’s Cummins CMI Stock Holding History

Summit Financial’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.19M Buy
1,673
+157
+10% +$103K 0.01% 789
2026
Q1 		$816K Buy
1,516
+292
+24% +$165K 0.01% 844
2025
Q4 		$625K Buy
1,224
+38
+3% +$17.8K 0.01% 813
2025
Q3 		$501K Buy
1,186
+283
+31% +$108K 0.01% 881
2025
Q2 		$296K Sell
903
-82
-8% -$25.4K 0.01% 686
2025
Q1 		$309K Sell
985
-16
-2% -$5.64K 0.01% 602
2024
Q4 		$349K Buy
1,001
+106
+12% +$37.2K 0.01% 506
2024
Q3 		$290K Sell
895
-50
-5% -$14.8K 0.01% 469
2024
Q2 		$262K Buy
+945
New +$270K 0.01% 443

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Financial's CMI Position: Q2 2026 in Review

Summit Financial increased its Cummins (CMI) stake by 10% in Q2 2026, buying an estimated $103K and bringing the position to 1,673 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #789.

Summit Financial first reported a position in CMI in Q2 2024 and has held it in 9 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Summit Financial held 1,673 shares of Cummins worth $1.19M as of Q2 2026.
  • Summit Financial bought 157 Cummins shares in Q2 2026, an estimated $103K.
  • Cummins made up 0.01% of Summit Financial's portfolio in Q2 2026, its #789 holding.
  • Summit Financial first reported a position in Cummins in Q2 2024 and has held it in 9 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.